COMPASS Wealth Management, LLC is a registered investment advisor with the Commonwealth of Massachusetts. Although registered with the Commonwealth of Massachusetts, we are able to provide wealth management services in other states where an exemption or exclusion from such registration exists, or where we file the appropriate regulatory filings.
For additional details on the services that COMPASS Wealth Management, LLC offers, we encourage you to also review Part II of our Form ADV. We provide this regulatory filing, required of all investment advisors, to prospective clients.
This Web site is for informational purposes only and does not constitute a complete description of our services. It is in no way a solicitation or offer to sell securities or provide services except where permitted by law. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB SITE.
|
